Build wealth and pursue your goals
It’s time to pay down debt, protect your wealth and grow your assets.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At MaKe Financial Decisions we help you get control of your money so you can live life on your terms.
How can we help?
Build wealth and pursue your goals
Get started and set your family up for success
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Investing
Investing is a critical component to financial freedom and we partner with you to deliver favourable growth options across shares and managed funds, tax effectively.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Cashflow Management
Cashflow Management helps you understand how to budget your money so you can live your ideal lifestyle within your means.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Social Security
Identifying and maximising social security entitlements to improve your financial position. We also help you to liaise with Centrelink.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
The team at MaKe Financial Decisions are passionate about tailoring financial advice to suit your goals and needs, with the aim to improve your financial position. Our Certified Financial Planners put themselves in your shoes to help you make decisions in your “best interests”.
Based in Brisbane’s South Bank precinct we offer clients face to face or online meetings servicing predominantly around Brisbane, but also reach out to the Sunshine Coast, Central Queensland, New South Wales, Victoria, South Australia and Tasmania regions.
Our comprehensive financial advice focuses on Goal Setting, Cashflow Management, Debt Management, Investment, Superannuation, Wealth Accumulation, Retirement, Insurance, Tax Strategies, Estate Planning, Social Security and Aged Care Planning.
We choose to work with your preferred Accountants, Solicitors and Mortgage Brokers to achieve the best outcome for your situation.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Prepare for tomorrow, make the most of today.
Insights
Beware of the Granny Flat traps
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The cash rate - and how it impacts your home loan
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Size up your super
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Preparing your kids for financial success
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Storm, flood and fire insurance
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Putting recent returns into perspective
While 2021-2022 may not have been a stellar year for the majority of investors, it’s worth remembering that the worst…